Roberts Capital Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Hold |
33,972
| – | – | 5.52% | 4 |
|
|
2025
Q1 | $6.46M | Buy |
33,972
+2,888
| +9% | +$549K | 5.66% | 4 |
|
|
2024
Q4 | $6.82M | Hold |
31,084
| – | – | 5.71% | 4 |
|
|
2024
Q3 | $5.79M | Hold |
31,084
| – | – | 4.95% | 4 |
|
|
2024
Q2 | $5.61M | Hold |
31,084
| – | – | 5.38% | 4 |
|
|
2024
Q1 | $5.61M | Buy |
+31,084
| New | +$5.61M | 5.38% | 4 |
|
|
2022
Q3 | $3.77M | Hold |
33,320
| – | – | 5.45% | 3 |
|
|
2022
Q2 | $3.54M | Hold |
33,320
| – | – | 4.85% | 3 |
|
|
2022
Q1 | $5.43M | Hold |
33,320
| – | – | 5.6% | 3 |
|
|
2021
Q4 | $5.56M | Buy |
+33,320
| New | +$5.56M | 5.18% | 3 |
|